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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,097 | $58,512+11.3% | $84,020-22.5% | $72,983-10.8% |
| Participation rate | 31.8% | 61.2%-29.4pp | 69.0%-37.2pp | 69.5%-37.7pp |
| Annual return | 20.08% | 28.93%-8.8pp | 71.31%-51.2pp | 81.01%-60.9pp |
| Employer contribution / active EE | $400 | $1,163-65.6% | $1,984-79.8% | $2,440-83.6% |
| Participant deferral / active EE | $1,856 | $2,394-22.5% | $3,239-42.7% | $3,608-48.5% |
| Admin fee / account holder | $34,459 | $4,569+654.2% | $6,101+464.8% | $5,124+572.5% |